UMA Financial Services »

Chubb shares owned by UMA Financial Services

Quarter-by-quarter ownership of Chubb (CB) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Chubb

Tip: Access up to 7 years of quarterly data

All positions including Chubb held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Chubb by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $135k 414 325.93
2025-12-31 $117k 374 312.12
2025-09-30 $87k 308 282.25
2025-06-30 $89k 306 289.72
2025-03-31 $89k 296 301.99
2024-12-31 $82k 296 276.30

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for UMA Financial Services

Top funds holding Chubb

Vanguard Group
Berkshire Hathaway
BlackRock
Vanguard Capital Management
State Street Corporation
GQG Partners
FMR
Geode Capital Management
Vanguard Portfolio Management
Wellington Management Company
Massachusetts Financial Services
Capital Research Global Investors
Capital World Investors
Ameriprise Financial
Morgan Stanley

View all funds holding Chubb